IHWM

Iron Horse Wealth Management Portfolio holdings

AUM $339M
1-Year Est. Return 10.59%
This Quarter Est. Return
1 Year Est. Return
+10.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$229M
AUM Growth
+$25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
536
New
Increased
Reduced
Closed

Top Buys

1
+$964K
2
+$692K
3
+$678K
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$653K
5
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$620K

Top Sells

1
+$199K
2
+$103K
3
+$101K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$76.4K
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$57.1K

Sector Composition

1 Financials 0.96%
2 Technology 0.56%
3 Healthcare 0.55%
4 Consumer Discretionary 0.35%
5 Consumer Staples 0.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$2.74K ﹤0.01%
57
302
$2.7K ﹤0.01%
26
303
$2.69K ﹤0.01%
9
304
$2.69K ﹤0.01%
40
305
$2.69K ﹤0.01%
38
306
$2.67K ﹤0.01%
32
307
$2.66K ﹤0.01%
20
308
$2.65K ﹤0.01%
+100
309
$2.64K ﹤0.01%
6
310
$2.63K ﹤0.01%
3
311
$2.62K ﹤0.01%
35
312
$2.54K ﹤0.01%
70
313
$2.5K ﹤0.01%
48
314
$2.49K ﹤0.01%
35
315
$2.49K ﹤0.01%
3
316
$2.49K ﹤0.01%
17
317
$2.47K ﹤0.01%
102
318
$2.46K ﹤0.01%
6
319
$2.46K ﹤0.01%
7
320
$2.44K ﹤0.01%
19
321
$2.44K ﹤0.01%
3
322
$2.41K ﹤0.01%
69
323
$2.4K ﹤0.01%
15
324
$2.4K ﹤0.01%
53
325
$2.38K ﹤0.01%
22
11 12
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14 15